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United Parcel Service

2,089 hedge funds and large institutions have $50.3B invested in United Parcel Service in 2025 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 865 increasing their positions, 845 reducing their positions, and 232 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $54.4B → $50.3B (-$4.15B)

14% less funds holding in top 10

Funds holding in top 10: 3631 (-5)

29% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 232

Holders
2,089
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.89B
Puts
$1.7B
Net Calls
Net Calls Change

Top Buyers

1 +$679M
2 +$249M
3 +$205M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M
5
Invesco
Invesco
Georgia
+$181M
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
1851
Matthew Hamilton Rosenberg
$76.6K
BCMLT
1852
Beacon Capital Management LLC (Tennessee)
Tennessee
$74.8K
TWD
1853
True Wealth Design
Ohio
$71K
GITFIT
1854
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$70.7K
IWM
1855
IMG Wealth Management
Florida
$67.8K
HDIM
1856
Hanson & Doremus Investment Management
Vermont
$67K
TFA
1857
Toth Financial Advisory
Virginia
$66.1K
RPA
1858
Redwood Park Advisors
California
$65.9K
BHWM
1859
Beaird Harris Wealth Management
Texas
$65.1K
WTFG
1860
Wood Tarver Financial Group
Idaho
$64K
GIM
1861
Generali Investments Management
Slovenia
$63.9K
RS
1862
Rakuten Securities
Japan
$63.4K
VWA
1863
VSM Wealth Advisory
Maryland
$62.5K
NRG
1864
Nemes Rush Group
Michigan
$61.7K
AG
1865
AmeriFlex Group
Nevada
$61.7K
ATC
1866
Advantage Trust Company
Kansas
$60.6K
VC
1867
Vestor Capital
Illinois
$59K
NC
1868
North Capital
Utah
$57K
MSFP
1869
Mark Sheptoff Financial Planning
Connecticut
$55.5K
EWM
1870
Evermay Wealth Management
Virginia
$54.8K
TFM
1871
TFC Financial Management
Massachusetts
$53.9K
SIC
1872
Salem Investment Counselors
North Carolina
$51K
CJH
1873
Christopher J. Hasenberg
Wisconsin
$50.8K
IAS
1874
IMA Advisory Services
Colorado
$50.2K
MTIC
1875
Missouri Trust & Investment Company
Missouri
$49K